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650 Town Bank Road, Unit 103, North Cape May, NJ 08204-4417

609-522-6098
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Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Why the CFP® Designation Matters

Why the CFP® Designation Matters

Wealth Advisor Tod Shoffler holds the CFP® certification — a standard achieved by only a fraction of financial professionals nationwide, and one that sets him apart from many advisors practicing in Cape May County. Earning and maintaining the CFP® mark means meeting rigorous requirements around financial planning education, a comprehensive exam, relevant experience, and an ongoing commitment to the ethical standards set by the CFP Board. When you work with our team, that credential is part of the foundation.


Tod Shoffler

Tod Shoffler, CFP®

Wealth Advisor

(609) 522-6098

609-228-6008

Heather Cripps

Heather Cripps

Wealth Advisor

609-522-6098

609-228-6008

Karen Gassler

Karen Gassler

Administrative Assistant

609-522-6098

609-228-6008

Christine Mattera

Christine Mattera

Marketing Director

609-522-6098

609-228-6008

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